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Did Microsoft guide FY2027 Q2 Agents & Infrastructure revenue to about $80.1–$80.7 billion?

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Verdict

36Kr relays Cailian Press coverage of Amy Hood’s remarks; primary Microsoft transcript not re-opened in this run.

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What we are checking

Microsoft CFO guides FY2027 Q2 Agents & Infrastructure revenue to $80.1–$80.7B, up 24–25% YoY
Original source
36Kr
Oct 29, 2026
Claim deadline
No stated deadline
Review due
Nov 28, 2026 ET

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Unconfirmed

36Kr, citing Cailian Press, reports Microsoft CFO Amy Hood said on the FY2027 Q1 earnings call that Agents & Infrastructure revenue for Q2 is expected at $80.1–$80.7 billion, up 24–25% year over year, with commercial bookings still solid but weighed by large prior-year Azure deals. Primary Microsoft transcript was not re-opened in this run.

Source: 36Kr
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Has Microsoft confirmed it?
No. Microsoft has not confirmed it as of Oct 29.
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